Upgrade notes

Schema changes for 25.02

Schema-level changes

New tables

No new tables have been created.

Renamed tables

No tables have been renamed.

Dropped and recreated tables

No tables need to be dropped and recreated.

Removed tables

No tables were removed.

Table-level changes

Environment file changes for 25.02

No new properties were added to the environment file.

Data source connections

No changes to the data sources were made in the release.

Channel connections

No channel connection changes were made in the release.

Mixins

No new mixins were added to the environment file.

Additional upgrade notes for 25.02

• You must update pgAdmin to the latest version, because the lc_collate parameter is not recognized for PostgreSQL 16.

• The following values must be changed in the environment setup for PostgreSQL:

  • max_prepared_transaction = 1000

  • max_connections = 250

Schema changes for 24.11

Schema-level changes

New tables

• NJLatestActivityAct

Renamed tables

No tables have been renamed.

Dropped and recreated tables

No tables need to be dropped and recreated.

Removed tables

No tables were removed.

Table-level changes

Environment file changes for 24.11

The following properties have been added to the environment file:

• crm.act.latestActivityPastDays

  • To disable the Latest Activities feature, set the value to 0 (default).

  • When set to a value other than 0, enables the Latest Activities feature and specifies how many days in the past should be displayed. The recommended value is 30 days.

  • This feature is currently only supported in Cloud deployments.

Data source connections

• dm:StagingImportDatabase

  • Supports the optional Data Migration feature

Channel connections

• dm:DMFileChannel

  • Supports the optional Data Migration feature. Used to specify the location where the CSV files used for data migration are stored.

• dm:DMReportChannel

  • Supports the optional Data Migration feature. Used to specify the location where the reports regarding Data Migration results are stored.

Mixins

The following mixin has been added for the optional Data Migration feature:

• nexj:meta:dm

  • The version required for CRM 24.11 is nexj-meta-dm-0.0.1.0-10-3c94615d.jar

Schema changes for 24.08

Schema-level changes

New tables

No new tables have been created.

Renamed tables

No tables have been renamed.

Dropped and recreated tables

No tables need to be dropped and recreated.

Removed tables

No tables were removed.

Table-level changes

Environment file changes for 24.08

New properties have been added:

• organizationTimeZone - This property is used by the NexJ Schedule Synchronization feature.

• supportEmail - This property is used to specify the email address that should be used on the About NexJ CRM dialog when users click the Email Support button.

Data source connections

No changes to the data sources were made in the release.

Channel connections

No channel connection changes were made in the release.

Mixins

No new mixins were added.

Additional upgrade notes for 24.08

You must configure the following Tomcat connector properties when upgrading your application to 24.08. If these changes are not completed, you may experience errors related to passwords and security.

1. In the environment file, remove the secretRequired property.

2. In the environment file, add the ajp.connector.secret property and set the value to the strong password you want to use.

3. In the environment file, ensure that the ajp.connector.address property exists and that the value is set to "0.0.0.0".

4. In the the mod_jk configuration file, for each existing node, add the worker.<name>.secret property and set the value to the strong password specified in the ajp.connector.secret property in the environment file.

5. For deployments using Windows authentication: In the environment file, set the ajp.connector.tomcatAuthentication property to false.

Schema changes for 24.05

Schema-level changes

New tables

• NJUSERSYNC

Renamed tables

No tables have been renamed.

Dropped and recreated tables

• NJUser

Removed tables

No tables were removed.

Table-level changes

Environment file changes for 24.05

New properties have been added for enhanced Keycloak support:

• keycloak.adminPassword

• keycloak.adminUser

• keycloak.defaultNewPassword

Data source connections

No changes to the data sources were made in the release.

Channel connections

No channel connection changes were made in the release.

Mixins

No new mixins were added.

Schema changes for 24.02

Schema-level changes

New tables

No new tables have been created.

Renamed tables

No tables have been renamed.

Dropped and recreated tables

No tables need to be dropped and recreated.

Removed tables

No tables were removed.

Table-level changes

Environment file changes for 24.02

No environment file changes were made in the release.

Data source connections

No changes to the data sources were made in the release.

Channel connections

No channel connection changes were made in the release.

Mixins

No new mixins were added.

Schema changes for 23.11

Schema-level changes

New tables

No new tables have been created.

Renamed tables

No tables have been renamed.

Dropped and recreated tables

No tables need to be dropped and recreated.

Removed tables

No tables were removed.

Table-level changes

Environment file changes for 23.11

• New properties have been added for the Global Search feature:

  • meta.es.url

  • es.tenant_name

  • es.syncConfig

es.syncConfig={"Entity":{"attributes":["lastName^5","firstName^4","classCode"],"auditAttributes":["createTime","editTime"],"caption":"ui.search.subj.Entity","dateAttributes":["birthTime"],"fullTextAttributes":["notes"],"icon":"icon:\uE7FD","navEvent":"sysNavigate","navPaths":["Contacts","refPersonBio"],"ordinal":1,"resultSummary":["firstName","lastName"],"syncAttributes":["deleted"],"syncPageSize":100,"typePrivilege":{"HOU":"mda:HouseholdsEnabled"}},"Act":{"attributes":["title^3","classCode"],"auditAttributes":["createTime","editTime"],"caption":"ui.search.subj.Act","dateAttributes":["endTime","startTime"],"fullTextAttributes":["text","textNotesNoHTML"],"icon":"icon:\uE8DF","ordinal":2,"resultSummary":["title"],"syncAttributes":["deleted"],"syncPageSize":100},"$rolloverConfig":{"min_size":"30gb","tenant_name":""},"$viewConfig":{"datePattern":"date.m.f","enabled":true,"maxLen":400}}

• doNotContactEnabled (This property must always be set to false. If it does not exist in your environment file, it must be added to it and then set to false.)

Data source connections

No changes to the data sources were made in the release.

Channel connections

A new HTTP channel has been created for the Global Search feature with the following settings:

<HTTPConnection
            authentication="${meta.es.authentication:basic}"
            certificate="${meta.es.certificate}"
            channel="es:Elasticsearch"
            condition="meta.es.url"
            directive="ifdef"
            password="${meta.es.password:admin}"
            readTimeout="30000"
            trust="${meta.es.trust}"
            url="${meta.es.url}"
            user="${meta.es.user:admin}"/>

The channel's properties have been updated to include the following variables:

• meta.es.authentication

• meta.es.certificate

• meta.es.password

• meta.es.trust

• meta.es.url

• meta.es.user

Mixins

The following mixin has been added for the Global Search feature:

• nexj:model:es

Schema changes for 23.08

Schema-level changes

New tables

No new tables have been created.

Renamed tables

No tables have been renamed.

Dropped & recreated tables

No tables need to be dropped & recreated.

Removed tables

No tables were removed.

Existing tables affected by DML Upgrade SQL scripts

There are no tables affected by DML Upgrade SQL scripts.

Table-level changes:

There are no table-level changes.

Environment file changes for 23.08

The following flags have been added to the environment file for this release.

• doNotContactEnabled

  • This property must always be set to false.

Data source connections

No changes to the data sources were made in the release.

Channel connections

No channel connection changes were made in the release.

Mixins

No new mixins were added.

Schema changes for 23.05

Schema-level changes

New tables

• NJLeadEntityStatus

Renamed tables

No tables have been renamed.

Dropped & recreated tables

No tables need to be dropped & recreated.

Removed tables

No tables were removed.

Existing tables affected by DML Upgrade SQL scripts

• RPTReportSettings

Table-level changes:

Environment file changes for 23.05

No environment file changes were made in the release.

Data source connections:

No changes to the data sources were made in the release.

Channel connections:

No channel connection changes were made in the release.

Mixins:

No new mixins were added.

Schema changes for 23.02

Schema-level changes

New tables

• NJIBM_IAMToken

Renamed tables

No tables have been renamed.

Dropped & recreated tables

No tables need to be dropped & recreated.

Removed tables

No tables were removed.

Existing tables affected by DML Upgrade SQL scripts

• OQObjectQueue

Table-level changes:

There are no table-level changes.

Environment file changes for 23.02

The following flags have been added to the environment file for this release.

• biSyncEnabled

•  attachment.storage.mode

  • Valid values are "FPA", "DAV" and "S3".

  • If this property is not set in a properties file, the default storage for attachment is the database

• ibm.cloud.storage.apiBucketName

• ibm.cloud.storage.apiEndPoint

• ibm.cloud.storage.apiKey

Data source connections:

No changes to the data sources were made in the release.

Channel connections:

• ibm:IAMTokenChannel

Mixins:

No new mixins were added.

Schema changes for 22.11

Schema-level changes

New tables

• QueuedProcessSR

• QueuedProcessCP

• RPTFilterXParent

Renamed tables

No tables have been renamed.

Dropped & recreated tables

No tables need to be dropped & recreated.

Removed tables

No tables were removed.

Existing tables affected by DML Upgrade SQL scripts

There are no tables affected by DML Upgrade SQL scripts.

Table-level changes:

Environment file changes for 22.11

No environment file changes were made in the release.

Data source connections:

No changes to the data sources were made in the release.

Channel connections:

No channel connection changes were made in the release.

Mixins:

No new mixins were added.

Schema changes for 22.09

Schema-level changes

New tables

• NJQueuedProcessSR

• NJQueuedProcessCP

Renamed tables

No tables have been renamed.

Dropped & recreated tables

No tables need to be dropped & recreated.

Removed tables

No tables were removed.

Existing tables affected by DML Upgrade SQL scripts

There are no tables affected by DML Upgrade SQL scripts.

Table-level changes:

Environment file changes for 22.09

No environment file changes were made in the release.

Data source connections:

No changes to the data sources were made in the release.

Channel connections:

No channel connection changes were made in the release.

Mixins:

No new mixins were added.

Schema changes for 22.06

Schema-level changes

New tables

No new tables were provided.

Renamed tables

No tables have been renamed.

Dropped & recreated tables

No tables need to be dropped & recreated.

Removed tables

No tables were removed.

Existing tables affected by DML Upgrade SQL scripts

There are no tables affected by DML Upgrade SQL scripts.

Table-level changes:

Environment file changes for 22.06

No new flags were added to the environment file.

Data source connections:

No changes to the data sources were made in the release.

Channel connections:

No channel connection changes were made in the release.

Mixins:

Schema changes for 22.04

Schema-level changes

New tables

• NJIdentification

• RPTReportSettings

Renamed tables

No tables have been renamed.

Dropped & recreated tables

No tables need to be dropped & recreated.

Removed tables

No tables were removed.

Existing tables affected by DML Upgrade SQL scripts

There are no tables affected by DML Upgrade SQL scripts.

Table-level changes:

There are no table-level changes.

Environment file changes for 22.04

No environment file changes were made in the release.

Data source connections:

No changes to the data sources were made in the release.

Channel connections:

No channel connection changes were made in the release.

Mixins:

No new mixins were added.

Schema changes for 22.03

Schema-level changes

New tables

No new tables were provided.

Renamed tables

No tables have been renamed.

Dropped & recreated tables

No tables need to be dropped & recreated.

Removed tables

• NJCmpgnParticipationStatus

Existing tables affected by DML Upgrade SQL scripts

• NJEnumCode

• NJEnumDisplay

• NJSystemPreference

Table-level changes:

Environment file changes for 22.03

The following flags were added to the Environment file:

• crm.document.richTextEnabled

• hideErrorValveReport

• hideErrorValveServerInfo

• multiplier

• engage.admin.docs.url

  • Default value: https://documentation.nexj.com/clus/engage#Engage-Nudgetypes

• engage.admin.features.enableNudgeRuleCreate

  • Default value: True

Data source connections:

No changes to the data sources were made in the release.

Channel connections:

No channel connection changes were made in the release.

Mixins:

Schema changes for 22.01

Schema-level changes

New tables

No new tables were provided.

Renamed tables

No tables have been renamed.

Dropped & recreated tables

No tables need to be dropped & recreated.

Removed tables

• NJSampleData

Existing tables affected by DML Upgrade SQL scripts

• NJCPWFTemplate

• NJCPWorkflow

Table-level changes:

Environment file changes for 22.01

No environment file changes were made in the release.

Data source connections:

No changes to the data sources were made in the release.

Channel connections:

No channel connection changes were made in the release.

Mixins:

No new mixins were added.

Schema changes for 21.12

Schema-level changes

New tables

• NJSampleData

• NJCPWTAction

• NJCPWTAUser

• NJCPWTATMRole

• NJCPWTActText

• IFLOCKING

• IFTenant

• IFSubscription

• IFFeed

• IFArticle

• IFArticleXContent

• IFTag

• IFArticleTag

• IFPublisher

Renamed tables

No tables have been renamed.

Dropped & recreated tables

No tables need to be dropped & recreated.

Removed tables

No tables were removed.

Existing tables affected by DML Upgrade SQL scripts

• NJCPWFTemplate

• NJActTemplate

• NJEnumCode

• NJEnumDisplay

• NJEnumType

• NJEnumTypeDisplay

• IFInterest

Table-level changes:

Environment file changes for 21.12

The following flags were added to the Environment file:

• applicationType (For more information, see "Exporting and importing application settings using JSON" in technical documentation.)

• b2bLeadsEnabled

• advstrm.batch.period

• advstrm.newsfeed.apikey

• advstrm.newsfeed.url

The following flag was removed from the Environment file and replaced by applicationType:

• jsonConfig

Data source connections:

Added:

• inform:DB

Removed:

• inform:Inform

Channel connections:

The following connections were added and removed:

Mixins:

The linter mixin is required to be explicitly set in the environment file for applicable clients.

Schema changes for 9.8

Schema-level changes

New tables

• NJCampaignTeamMember

• NJCPWFTemplate

• NJCPWTPStatusLink

• NJCPWTPStatus

• NJCPWFStatusLink

• NJCPWFStatus

• NJCPWorkflow

• NJCPWFAction

• NJCPWFActText

• NJCPWFATMRole

• NJCPWFAUser

• NJEntityXLead

• NJCPPartTimer

• NJCPWFADoc

• NJLoggingConfig

• NJNodeXLogging

• NJNodeLogRemoval

Renamed tables

No tables have been renamed.

Dropped & recreated tables

No tables need to be dropped & recreated.

Removed tables

No tables were removed.

Existing tables affected by DML Upgrade SQL scripts

• NJImportProcessStage

• NJFilter

• NJActTemplate

• NJUserGroupPrivilegeLink

• NJCampaignTeamMember

• NJCPWTPStatusLink

• NJCPWTPStatus

• NJCPWFTemplate

• NJSystemPreference

• NJUserGroupLink

• NJEntity

• NJUserPerson

• NJUser

• NJPrincipal

• NJLocalUser

• NJUserBase

• NJTypeLocalization

• NJAct

• NJTaskEntity

Table-level changes:

Environment file changes for 9.8

The legacyLeadsEnabled flag was added to the environment file. 

Data source connections:

No data source connections were added or removed.

Channel connections:

No channel connections were added or removed.

Mixins:

The sso mixin is required to be explicitly set in the environment file for applicable clients. 

Schema changes for 9.6

Schema-level changes

New tables

No new tables were provided.

Renamed tables

No tables have been renamed.

Dropped & recreated tables

No tables need to be dropped & recreated.

Removed tables

No tables were removed.

Existing tables affected by DML Upgrade SQL scripts

• NJExchangeServer

Table-level changes:

Environment file changes for 9.6

No new flags were added to the environment file.

Data source connections:

No data source connections were added or removed.

Channel connections:

No channel connections were added or removed.

Mixins:

Schema changes for 9.4

Schema-level changes

New tables

• NJAccountPlan

• NJAccountPlanXOverview

• NJAccountPlanEntity

• NJAccountPlanOpportunity

• NJAttachmentXAccountPlan

• NJAccountPlanCov

• NJRisk

• NJCompetitor

• IFInterest

• IFVersion

Renamed tables

No tables have been renamed.

Dropped & recreated tables

No tables need to be dropped & recreated.

Removed tables

No tables were removed.

Existing tables affected by DML Upgrade SQL scripts

• NJUserField

• NJEnumDisplay

• NJEnumCode

Table-level changes:

Environment file changes for 9.4

• The following flags were added to the Environment file:

  • rest.configMetadata

  • rest.schemaBase

  • rest.version

  • rest.defaultPageSize

• Removed SQLHook "nexj.core.persistence.sql.ObjectQueueHook" from the Environment file and moved it to ObjectQueueDatabase.datasource

Data source connections:

Channel connections:

Mixins: